Supplier Profile Information Request Guide

About this Guide:

This guide provides an overview of the process to complete the

Profile Information Request from Waste Management as initiated

through the email received from Coupa. You will be able to add your

company as a supplier, or review and update your supplier information.

The Coupa Supplier Portal (CSP) is a free, online portal that allows Suppliers to transact

electronically with Waste Management.

By joining Coupa, you will be able to submit your supplier profile updates, receive POs, submit invoices

against POs, and see payment status – all in one place. Join today and enjoy the benefits of a no-cost

CSP account!

Step 1 – Choose How to Respond

FIRST, you will receive an email invitation requesting information from the Coupa Supplier Portal (CSP) like the one displayed above.

SECOND, based on your response decision, click on the corresponding email link below the Waste Management signature:

New Suppliers:

1) (Preferred) To join the Coupa Supplier Portal and

create an account, click Join and Respond

Existing Suppliers:

3) If you have a CSP account, click Update Profile to respond to the information request. Once you have logged in, update your form starting from Step 6 – Company Information in this guide.

2) To provide the required supplier information without

registering on the CSP, click Respond Without Joining

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Replace with

updated

Supplier

request email

Step 2 - Create Your Coupa Account

Step 3 – Provide Information for Your Profile

Coupa asks you to provide some basic information about your company for your public profile.

After selecting Join and Respond, a new window will open for you to create your CSP account.

1. The Email field will be the email address which received the Request for Information and cannot be changed

2. Create your password and confirm by entering the same password again

3. Check the box to accept the Privacy Policy and Terms of Use

4. Click Get Started

NOTE: If the invitation should be forwarded to another contact, then select the Forward this to someone option and follow those instructions

The information entered by the initial Waste Management

requester is provided.

This information should be updated

to your company’s address where orders should be sent.

NOTE: This address should be a

store location or physical address.

If your Remit-To address is different

from your ordering address, uncheck the Pay to location (Remit-To) box to open and

complete the Remit-To address f ields.

Click Next.

Step 4 – Discounts (skip this section)

Step 5 – Open Supplier Information Form

Skip this section and click Next.

NOTE: Waste Management does not use payment discounts offered

through Coupa.

For payment discounts, contact

your local WM contact.

After you provide the basic

information, click Take Me There to go to Waste Management’s

Supplier form.

Step 6 - Company Information

Step 7 - Ordering Address (Primary Address)

Complete or update the

following fields, carefully

following the form

instructions:

• Company Name (DBA)

• Legal Entity Name

IMPORTANT

Ensure supporting

documentation files are

uploaded where

required. Coupa will not

allow incomplete forms to

be submitted for approval.

Complete or update the

Ordering Address

information to reflect the

primary company address.

The following fields should

be lef t blank – do not

populate:

• Address Name

• Location Code

• PO Box

• PO Box Postal Code

Step 8 - Remittance Currency & Payment Method

This section contains information about receiving payments from Waste Management. It is important to follow all instructions on the form carefully to prevent payment delays.

Step 9 - Remittance Form Instructions & Current Remit-To Information

Payment Currency (select one)

• USD

• CAD

• None (blank) indicates that both CAD and

USD are accepted

NOTE: Payment Currency should be specified

if requesting ACH / EFT payments

Requested Payment Method (select one)

• ACH (Waste Management preferred method)

• Virtual Card by Email

• Credit Card by Phone

• Paper Check

Remittance Address &

ACH Information Instructions are displayed at the top. Carefully follow all instructions.

Existing Suppliers: Current Remit-To information is displayed below the instructions. This information cannot be edited. Continue to Step 10 to make changes to your

Remit-To address or ACH information.

New Suppliers:

You will not see this display section. Go to Step 10.

Step 10 - Remit-To Address

For New Suppliers: Complete Step 10 beginning with the REMIT-TO ADDRESSES instructions below For Existing Suppliers: If no changes are required to your Remit-To address or ACH information, go to Step 13 If changes are required to the current Remit-To address or ACH information, you must first inactivate the existing Remit-To information prior to submitting new information

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REMIT-TO ADDRESSES

Your Remit-To Address and ACH / EFT information are in the Remit-To section. If ACH / EFT is selected as the payment method, click the Add Remit-To button to add a Remit-To section for the remitting address and / or banking details.

To inactivate an existing Remit-To address:

1. Scroll to the end of the Remit-To Addresses form

2. Under the Remit-To Status, select Inactive

3. You can now complete changes as follows: To add a new Remit-To address, continue on Step 10 To change your current ACH information, go to Step 12

After clicking Add Remit-To, a new Choose Remit-To Address box will open. To select an available Remit-To address created previously as part of your initial Coupa

Supplier Portal setup, click Choose. You can then skip to Step 12.

To create a new Remit-To address, click

Create New and continue to Step 11.

NOTE: To see this “Choose Remit-To Address" box, you may need to scroll down.

Step 11 – Create New Remit-To Address

In Coupa, a new Remit-To address must initially be associated with a legal entity.

Provide your Legal Entity Name.

Select the Country/Region for your Remit-To address.

Click Continue.

Select the customers that should see the Remit-To address.

To avoid having to manually type information from your Coupa profile, ensure you select the Waste Management checkbox.

Provide your company’s address details under What address do you invoice from?

Provide your Legal Entity Country/Region and Tax ID.

Skip the Miscellaneous f ields.

Click Save & Continue.

Step 11 – Create New Remit-To Address (Cont’d)

Select Address for Payment Type.

NOTE: In this Remit-To section, the only Payment Type accepted by Waste Management is Address.

Click Save & Continue.

Confirm the address information is correct.

Click Next.

OPTIONAL If goods are shipped from a different location, a Ship From address can be added to the legal entity by clicking Add Ship From.

Click Done.

Click Add Now to add the Remit-To address to the form.

The Remit-To address is now added to the

form.

Step 11 – Create New Remit-To Address (Cont’d)

Once the Setup box closes, return to the previous Remit-To Addresses section and provide the Remittance Notification Email Address*.

*Remittance notification emails are not yet available, but this information will be used in the future.

REMINDER FOR EXISTING SUPPLIERS:

Waste Management only accepts one Remit-To address.

If there is a previous Remit-To address on the form, the status for that existing Remit-To address must be changed to inactive prior to setting up a new Remit-To address.

To change the status of an existing Remit-To address to inactive, reference the Step 10 introduction.

Step 12 – Provide ACH / EFT Information

Step 13 - Legal Entity Information

If ACH / EFT was NOT selected as the

payment method previously, select No to the question if ACH / EFT was selected as the payment method.

IF ACH / EFT was selected as the payment method, select Yes to open the banking information fields.

Follow the form instructions to provide

your banking details in the appropriate fields.

NOTE: Documentation of your banking

details is required. This documentation should be a voided check, bank letter, or document on company letterhead as noted on the form instructions.

Select your Legal Entity type and complete the appropriate fields, including any required support

documentation.

Step 14 – Certificate of Insurance

Step 15 – Supplier Sustainability Program

Step 16 – Diversity Certification

Provide the Expiration Date for the insurance.

Attach your current Certificate of Insurance.

Waste Management supports

Supplier’s efforts to cut waste,

use recycled materials, and

maximize the use of their

resources to help us meet our

sustainability goals.

If you have an established

sustainability program,

please let us know in this

section.

*WM may use that information to contact you for ways to support your program.

WM is committed to supporting

diverse Suppliers. We accept

the following certifications:

• Small Business Enterprise

• Veteran-Owned

• LGBT

• Women Business Enterprise

• Minority Business Enterprise

If any of these apply, please

provide your certification details

and attach your certification

document for verification.

Step 17 – Certification of Accuracy and Contact Information

Step 18 – Completing the Form

Carefully follow form instructions.

The Primary Contact

information will be used for

future information requests as

well as requests to connect on

the Coupa Supplier Portal.

Completing the information in

this section serves as your

signature certifying that all of the

provided information in this form

is complete, true, and

accurate.

2) Correcting Errors Af ter submitting for approval, scroll to the top of the form to ensure there are no errors that require correction.

If you have errors in your form, you will be prompted to fix your errors at the top of the form.

Go through the form carefully and correct any errors highlighted in red font.

When done, submit the form for approval following Step 18.

IMPORTANT NOTES

1) Supporting Documents Required f ile attachments must be uploaded in order to submit for approval.

When you are ready to upload your file(s):

1. Log in to your Coupa account 2. Go to Profile from the top navigation ribbon 3. Go to Your Customer Profiles; the Waste Management form will display 4. Complete any missing information and attach any missing file(s) on the form 5. Submit the form for approval following Step 17

Step 19 – Submitting the Form

Next Steps

What you can do next:

• Visit our Supplier page at www.suppliers.wm.com to view our:

o Supplier Code of Conduct

o Terms and Conditions

o Additional Coupa guidance related to ordering and invoicing

• After you receive notification of Waste Management approval of your information, you

can begin submitting invoices

What we will do next:

• The information you provided will be routed for proper approvals

• Once approved, we will update the information in our system

• You will be notified when this update has been completed

NOTE: This process may take up to two weeks

Skip the WM USE ONLY section – it is for Waste Management use only.

Click Submit for Approval to submit the form to Waste Management for processing.

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For New Suppliers:

Selecting Decline will prevent your

company from being a completed

supplier for Waste Management.

For Existing Suppliers:

Selecting Decline will cause your

information to not be updated, resulting

in payment delays.

All Suppliers:

Waste Management will reject any

incomplete forms or forms completed

incorrectly, requiring you to complete

the Request For Information process

again.